## ADDED Requirements ### Requirement: Calculate running utilization The system SHALL calculate running utilization as (Allocated hours YTD) / (Capacity YTD) × 100%. #### Scenario: Calculate YTD utilization in March - **WHEN** a team member has capacity: Jan 160h, Feb 160h, Mar 160h (YTD total: 480h) - **AND** the team member has allocations: Jan 140h, Feb 150h, Mar 160h (YTD total: 450h) - **THEN** the system calculates running utilization as 93.75% (450 / 480 × 100%) #### Scenario: Running utilization at start of year - **WHEN** calculating running utilization in January - **AND** the team member has capacity of 160h and allocations of 120h - **THEN** the system calculates running utilization as 75% (120 / 160 × 100%) ### Requirement: Calculate overall utilization The system SHALL calculate overall utilization as (Allocated hours this month) / (Capacity this month) × 100%. #### Scenario: Calculate monthly utilization - **WHEN** a team member has capacity of 160 hours for February - **AND** the team member has total allocations of 140 hours for February - **THEN** the system calculates overall utilization as 87.5% (140 / 160 × 100%) #### Scenario: Full utilization - **WHEN** a team member has capacity of 160 hours - **AND** allocations of exactly 160 hours - **THEN** the system calculates overall utilization as 100% #### Scenario: Over-utilization - **WHEN** a team member has capacity of 160 hours - **AND** allocations of 180 hours - **THEN** the system calculates overall utilization as 112.5% (180 / 160 × 100%) ### Requirement: Display utilization alongside capacity The system SHALL display utilization percentages alongside capacity information in the allocation view. #### Scenario: Display capacity with utilization - **WHEN** viewing the allocation matrix for a team member - **THEN** the system displays capacity (e.g., "160h") - **AND** displays overall utilization percentage (e.g., "87.5%") - **AND** displays running utilization percentage (e.g., "YTD: 93.75%") ### Requirement: Color-code utilization levels The system SHALL use color coding to indicate utilization levels. #### Scenario: Low utilization - **WHEN** overall utilization is below 70% - **THEN** the system displays the utilization in BLUE or GRAY (underutilized) #### Scenario: Optimal utilization - **WHEN** overall utilization is between 80% and 100% - **THEN** the system displays the utilization in GREEN (optimal) #### Scenario: High utilization - **WHEN** overall utilization is between 100% and 110% - **THEN** the system displays the utilization in YELLOW (caution) #### Scenario: Over-utilization - **WHEN** overall utilization exceeds 110% - **THEN** the system displays the utilization in RED (over-allocated) ### Requirement: Calculate team-level utilization The system SHALL calculate average utilization across all team members. #### Scenario: Calculate team average utilization - **WHEN** Team Member A has 87.5% utilization - **AND** Team Member B has 93.75% utilization - **AND** Team Member C has 75% utilization - **THEN** the system calculates team average utilization as 85.4% ((87.5 + 93.75 + 75) / 3) #### Scenario: Exclude inactive team members from team utilization - **WHEN** calculating team-level utilization - **AND** one team member is inactive - **THEN** the system excludes the inactive team member from the average ### Requirement: Track utilization trends over time The system SHALL provide historical utilization data for trend analysis. #### Scenario: View utilization trend for 6 months - **WHEN** viewing a team member's utilization history from January to June - **THEN** the system displays monthly utilization percentages for each month - **AND** the system shows a trend line or chart indicating increasing/decreasing utilization ### Requirement: Compare allocated vs actual utilization The system SHALL calculate actual utilization based on logged hours for comparison with planned utilization. #### Scenario: Calculate actual utilization - **WHEN** a team member had 140 hours allocated (planned utilization: 87.5%) - **AND** the team member logged 130 hours actual (actual utilization: 81.25%) - **THEN** the system displays both planned and actual utilization side by side - **AND** the system shows variance of -6.25 percentage points